Insights Hub
851 insights found
05 July 2019
Here Comes the Summer
Bond returns are being driven by expectations of monetary easing and an unerring search for yield. The result is yields that are increasingly falling below policy interest rates. This may only revers ...
05 July 2019
Logistics: retailers’ new front office
The consumer has taken power in the retail industry which has put retailers on the backfoot and caused a structural rethink of the traditional business model. Omni-channel retail has emerged as the l ...
02 July 2019
Chasing yield: Bond liquidity in a post-crisis world
There has been no shortage of press coverage on financial market liquidity in recent months, with at least three examples of asset managers experiencing difficulties with the management of mutual fun ...
01 July 2019
US/China trade tensions ease; focus moves to Fed policy outlook and EU leadership
US President Donald Trump and Chinese President Xi Jinping held meetings on the fringes of the G20 meeting in Osaka this weekend.
01 July 2019
A lifetime of gender inequality: What investors can do
Investors’ focus on diversity has principally centred on female representation in the board room. But in this research paper we study the dynamics of gender inequality throughout a woman’s entire wor ...
28 June 2019
A humble address to the ECB
In principle, trade wars should affect US domestic demand via price signals. The tariff hikes would trigger a decrease in households’ purchasing power via a spike in consumer prices unmatched by wage ...
24 June 2019
G20 US/China talks – a potential juncture for the global economy
Last week President Donald Trump made an unprecedented intervention, following the European Central Bank’s monetary policy meeting, where he accused it of currency manipulation, as the value of the d ...
24 June 2019
Multi-asset investments views - July 2019 - Will the Fed lose patience?
US monetary policy outlook appears increasingly dependent on the medium-term outlook for US trade policy. We still expect negotiations to resume between the US and China after a meeting between the ...
21 June 2019
(Foggy) postcard from Sintra
The composite PMI for the Euro area – a key gauge of the cycle – improved in June, albeit still at a low level.
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